It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock's iShares. A unit trust is a collective investment that allows small investors like you and me to pool our money and invest in local and global stock markets and economies. Today, 171 years on, the Group is made up of four strong businesses operating successfully in their respective markets and enabling positive futures for … 0000005326 00000 n Expense Ratio % of No Load Funds; Vanguard: $7,210,105.09: 1929: 190: 9.1: 0.09%: 100.00%: Fidelity Investments: $3,439,834.45: 1930: 508: 9.5: 0.42%: 70.65%: American Funds: $2,319,505.83: 1934: 69: 8.9: 0.71%: 78.66%: iShares: $2,026,186.05: 1996: 381: … 0000132093 00000 n 0000003440 00000 n 0000023050 00000 n 0000017869 00000 n Ltd. Old Mutual Ltd 7.7% Transaction Capital Ltd 7.5% Nedbank Group Ltd 7.1% Investec Ltd 7.1% Investec Plc 7.0% Capitec 5.9% PSG Group Ltd 5.0% OLD MUTUAL FINANCIAL SERVICES FUND … 0000006722 00000 n 0000027277 00000 n 0000003274 00000 n 0000092187 00000 n Helpline 0860 234 234 Fax +27 21 509 7100 Internet www.oldmutualinvest.com Email unittrusts@oldmutual.com FUND INFORMATION �'�1L��l�-L�,��]��+/�7��#7� 0000016751 00000 n Old Mutual Life Assurance Company (South Africa) Ltd Annual Financial Statements for the year ended 31 December 2018; Old Mutual Limited 2018 Board and committee attendance register; Old Mutual Limited 2018 Application of the King IVTM principles; Old Mutual plc … 0000006611 00000 n h�b```f``�``c`0�� Ȁ �@16�5B��6��3�f�Y&��c"[�xq�h�L��|Y7JH�����дl0ЃbI%�B&&a�F�2�X.�r�0��7L�Lv_� 0000006443 00000 n 0000003392 00000 n 0000007691 00000 n 0000002753 00000 n And helping to guide you is precisely why we created our Money 50 list of Best Mutual Funds for 2020. 0000030046 00000 n Old Mutual Unit Trust Managers has the right to close the portfolio to new investors in order to manage it more efficiently in accordance with its mandate. 0000023285 00000 n ��[�ޱ�3�2|�2f9ɲ�=�}:��6��L��Կh�b�ϸ�� �� �Cr2�p����iF �` P�3E endstream endobj 8 0 obj <>>> endobj 9 0 obj >/PageWidthList<0 595.276>>>>>>/Resources<>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageC]/Shading<>/XObject<>>>/Rotate 0/TrimBox[0.0 0.0 595.276 841.89]/Type/Page>> endobj 10 0 obj <> endobj 11 0 obj <> endobj 12 0 obj <> endobj 13 0 obj <> endobj 14 0 obj <> endobj 15 0 obj <> endobj 16 0 obj [/ICCBased 43 0 R] endobj 17 0 obj <>stream 0000011069 00000 n 0000016490 00000 n 0000006870 00000 n 1����!����Cy������dG�N�۰��3H��6M�Z�Y���D�%GeB�� 2�C9۸?�1�:�����A2�|���$&�Y J��el�[�%b:��1��0]�˄H���=��2!��xf2O^WxYo��Z��*L�j��\ x�ش5 Ĵ�����,��&� d 6��x�@V�� �g7��бM7���%7�-6-D��Zc����&kd����Nb#��� �y��A:�\ 8��*>(r9��%^@�y���e�'��$ߪ���yI�iVQ��&� aK@o endstream endobj 24 0 obj [61 0 R] endobj 25 0 obj <> endobj 26 0 obj <> endobj 27 0 obj [/ICCBased 60 0 R] endobj 28 0 obj <> endobj 29 0 obj <>stream 0000130495 00000 n 0000006772 00000 n �'�+�A*��K�3Y�l�M��� -�9�#Θ1>˖ڷm�u���t^G��q;����M��8���F�����N[�:�w�%�;�Q��ƌ���3eSm��Bs��#�V1�C/0 Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in … 0000024828 00000 n 0000045839 00000 n In fact, while there are plenty of mutual fund choices, chances are you need only a handful — or even just a single fund — to give yourself a well-rounded portfolio of stocks and bonds. 0000007041 00000 n Old Mutual Money Market Fund Daily Yield : 6.84% Annual Rate: 7.06% Old Mutual Equity Fund Buying Price : 360.82 Selling Price : 360.82 Old Mutual Balanced Fund/Toboa Buying Price : 145.47 Selling Price : 145.47 0000001865 00000 n It has witnessed a large number of investments flocking in recent years, especially the past five years has been a great boom in the industry. 0000014319 00000 n Here are the oldest that are still thriving. 0000120920 00000 n 0000013285 00000 n 0000023645 00000 n 0000013662 00000 n Full Fund Range. You can invest a maximum of R36 000 for the current tax year and R500 000 in your lifetime. 0000011511 00000 n In recent months we have also seen a number of further management changes on Old Mutual’s, Asian Select, Select Managed, Global Dynamic. Helpline 0860 234 234 Fax +27 21 509 7100 Internet www.oldmutualinvest.com Email unittrusts@oldmutual.com trailer <]/Prev 159123>> startxref 0 %%EOF 55 0 obj <>stream SREI Mutual Fund Asset Management Pvt. Funds are also available via Old Mutual Wealth and MAX Investments. Manager Tenure (yrs) Avg. >�=����\���H]u�$&�4��D�@S�`�6!��{Wˌ��1P�Lbﱈ�&���h9e�g��]u�,U+���D�$�MDS� �����&4����l9)GN��ԓ)�����2S��↵��Aiv�(\ìP�1����O.�?�6�@��Kux �����8��5q�@Jx��x��ɾ���e��d��4)��$2�o�/[ �FQ8Lns��.qp�6�5ٞk�,@�GXf:� �t�]������sK��-���d�u��\�1�Y�m��>�U"+X%U��A:ǑH ��e,W~% ^:��줮 =s!ES�{�/�&�@6��"���E�Jm�>��Z��U'D�E��,0�}$��_EACמ�� ������. 0000001670 00000 n JP Morgan’s three top-ranked mutual funds each invest their assets in various small, mid, or large-cap companies. 0000091473 00000 n ^�W� yޒ��y~'��?�)���zx������,d�ӣӳӣ���l�h�����l�hz^�W�z^�W�z^�W�z^�W�n%�J� h�7��� v�&�M��`7a��9p����������������������[)�Rz^�W�Uz^�W�Uz^�W�Uz^�W�U��G��b�>�}��(�Q��Ǹ�ac����lh66��͆fc����lh66��͆fc��y�����χ�q�p��[�}���6��Xϯ�����S��� h�b``�```�g`c`x"� Ȁ �@16�3}f 0�|GL�ˋ�T�f��ɖ%u��ެ�7�V��3 0000001276 00000 n SEC fines of 49,715,417 in disgourgment, $30 Million in penalties, plus $13 … 0000032535 00000 n Old Mutual Top Companies Fund is an open-end Fund incorporated in South Africa. T`��Ҩ� ���I�F����H7��G����!4�b�G^zc�X�`%1I��z�U� ���T�㾄` �U� �l{� �����W+݈��" O�&C��b��&b��b ' Q:��7a3)]Bm"�����z�[VOD���� 0 ?T� endstream endobj 19 0 obj <> endobj 20 0 obj <> endobj 21 0 obj <> endobj 22 0 obj <> endobj 23 0 obj <>stream 0000069863 00000 n 0000085516 00000 n 0000124745 00000 n 0000005787 00000 n 0000011774 00000 n Did You Know? 0000010679 00000 n Whether you're in the wealth-building phase or enjoying current retirement income, there's a mutual fund … 0000005213 00000 n 0000011092 00000 n The oldest fund launched was in 1993. %PDF-1.3 %���� Unit Trust Investing. 7 49 0000001562 00000 n 0000010806 00000 n 0000176279 00000 n 0000080990 00000 n 13 0 obj <> endobj xref ... Old Mutual Wealth > Platform and products. 0000024561 00000 n 0000106508 00000 n Helpline 0860 234 234 Fax +27 21 509 7100 Internet www.oldmutualinvest.com Email unittrusts@oldmutual.com FUND INFORMATION 0000004406 00000 n OLD MUTUAL FUND … �,5���ʿVA4�-��v��\�w�s��_�L�[|US�ܕL��Az�r�_>N�����U0i,�W+&M���c�y���s��o�7¨��[��Ny'�W��¹r.|T> 0000000016 00000 n Mutual funds were introduced in the U.S. in 1924 to enable a group of investors to pool their money. 0000006173 00000 n You can invest directly or through an Old Mutual Financial Adviser. strategy funds - old mutual investment group strategy funds - old mutual wealth multi-managed target funds extended range private client securities portfolios october 2017 ... old mutual top companies fund maximum return b1 1.14% 0.57% - 2.57% pb 0.78% 0.36% 1.16% 0.114% n open 0000120851 00000 n b�\���$k�0�����"x�[��q�3�s�e�cx���8�������� %PDF-1.3 %���� 0000059454 00000 n The average manager tenure for all managers at Old Westbury is 3.47 years. Top 10 Best Mutual Funds, Reviewed for 2020. 0000129950 00000 n 0000129154 00000 n The average expense ratio from all mutual funds is 1.02%. Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.It is listed on the Johannesburg Stock Exchange, Zimbabwe, Namibia and Botswana Stock Exchanges.It was founded in South Africa by John Fairbairn in 1845 and was demutualised and listed on the London Stock Exchange and other stock exchanges in 1999. 0000025018 00000 n 0000176242 00000 n 0000004549 00000 n ��80O�ƞ�$�Ɣ���R�L�tD�a�D�2Øf�j���E�K�C�����w ���J� b |D�N���\"K�R!6�� �C���L"��D4�$��p&oGY�2d6t9��sL!�� ��6�(&����ԥ4p�dp07�A��)I2�%%�ɇ��$�I�ZF��n)v���d; ���R �!68�b��X�V�����'�3�e39Ɩ2,c�I)�>�@ Fund Company Name Net Assets ($M USD) Oldest Fund Launched In Number of Funds Avg. Old Mutual Unit Trust latest fund prices, fund price movements, yield and status. H��W�n�}�W�#����_�I�c+�h�#�4�V �k�Z'���S�3C���k�vMWwU�:U��qbmWlV)�.j���U�w6�i;�I=L>N��r��/��5Vh�?�$�eg��Ie�-S�I'��M.^����Z�߫�k�b�F��*� �uӍ�]��f�t����������K�\�tƪTrO qf7���٠t�U�3�t6��6b 0000024197 00000 n Old Mutual Wealth is an award-winning online investment platform, managing £56.2 billion of UK customer investments. Trustee: Standard Bank, PO Box 54, Cape Town 8000. Old Mutual began in Cape Town in 1845 as South Africa’s first mutual life insurance company, offering financial security in uncertain times. 0000016099 00000 n 0000009974 00000 n OLD MUTUAL GOLD FUND FEBRUARY 2021 THIS IS THE MINIMUM DISCLOSURE DOCUMENT AS REQUIRED BY BOARD NOTICE 92 Fund is also available via Old Mutual Wealth. 0000019415 00000 n Access our Fund Centre for prices, performance, factsheets and fund manager documents such as Key Investor Information Documents (KIIDs). 0000136309 00000 n 0000017303 00000 n Full Fund Range; Old Mutual Fund Name DATE PRICE(NAV) Yield Graph Status; Albaraka Balanced Fund A: 12 Mar: ZAR: 334.30: 0.00 : Open: Albaraka Equity Fund A: 12 Mar: ZAR: 2376.10: 0.00 : Open: Albaraka Equity Fund A4 : 12 Mar: ZAR: 2380.58: 0.00 : Closed: Albaraka Income Fund A 0000018205 00000 n 0000017731 00000 n *��v�D���8-�o [ ��u��5ۀE$X� 0000006757 00000 n The page you were trying to view is not available for your role. 0000169191 00000 n 0000183870 00000 n 0000129836 00000 n 100.00% of all the mutual funds are no load funds. 0000047875 00000 n Download Old Mutual App. 0000091243 00000 n Source: Old Mutual Investment Group as at 31/03/2019 FUND COMMENTARY as at 31/03/2019 PRINCIPAL HOLDINGS HOLDING % OF FUND Naspers Ltd 22.5% British American Tobacco 11.0% Sasol Ltd 7.9% ABSA Group Ltd 7.4% Old Mutual Ltd 5.5% Anglo American Plc 4.8% Investec Ltd 4.7% Transaction Capital Ltd 4.5% Netcare Ltd 4.4% Blu Label Telecoms Ltd 4.2% 0000016955 00000 n 0000002891 00000 n 0000001976 00000 n 0000004550 00000 n 0000006468 00000 n 0000038233 00000 n 0000130062 00000 n Like many of the best large-growth mutual funds, AGTHX owns lots of tech giants: Facebook ( FB ), Microsoft ( MSFT) and Amazon.com ( AMZN) are the fund's top three holdings. Even though there are limits as to how much you can invest, there are no limits on the growth of your investment. You can invest for as long as you want. It … 0000005102 00000 n 0000107256 00000 n 9/30/2020. Investing for retirement is the top goal for most investors. Access our Fund Centre for fund prices, performance, charges and documents such as Key Investor Information Documents (KIIDs) across all our fund ranges. 0000128548 00000 n 0000038394 00000 n 0000004702 00000 n 0000021317 00000 n 0000001536 00000 n Tel: +27 21 401 2002, Fax: +27 21 401 3887. 7 0 obj <> endobj xref Unit Trusts can be used to achieve a number of investment and life goals. 0000014052 00000 n Issued: January 2021 The Old Mutual Top 40 Fund tracks the FTSE/ JSE Top 40 Index and its shareholdings replicate the constituents that make up this … Our funds can be accessed via accredited financial planners or directly. The Mutual Fund industry in India has been playing a massive role in the economic development of the country since many years.